iShares Mortgage Real Estate ETF
REM
123 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
24% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 38
15% more capital invested
Capital invested by funds: $306M → $351M (+$44.7M)
7% more funds holding
Funds holding: 115 → 123 (+8)
4.23% more ownership
Funds ownership: 6.3% → 10.52% (+4.2%)
94% less call options, than puts
Call options by funds: $850K | Put options by funds: $14.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$171M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.41M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$6.32M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.78M |
| 5 |
Goldman Sachs
New York
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8.62M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.42M |
| 3 |
PSI
Pinnacle Summer Investments
Fairfax,
Virginia
|
-$1.82M |
| 4 |
Morgan Stanley
New York
|
-$1.27M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.09M |
REM Hedge Fund Activity: Q4 2014 in Review
123 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q4 2014, worth a combined $351M — up 15% from $306M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new REM positions and 15 closed out — a net gain of 11 holders — while 47 added to existing stakes and 38 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $171M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $8.62M sold.
- 123 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q4 2014, up from 115 in Q3 2014.
- Funds reported $351M of iShares Mortgage Real Estate ETF stock for Q4 2014, up 15% quarter-over-quarter.
- 26 funds opened new iShares Mortgage Real Estate ETF positions in Q4 2014 and 15 closed out, a net change of +11 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q4 2014 was Capital Investment Advisors, an estimated $171M added.
- The largest iShares Mortgage Real Estate ETF seller in Q4 2014 was Thrivent Financial for Lutherans, an estimated $8.62M sold.
Based on aggregated 13F filings for Q4 2014.